CASTLE WEALTH MANAGEMENT LLC

CASTLE WEALTH MANAGEMENT
WEST PALM BEACH, Florida·3 registered advisors·CRD# 118364
SEC# 801-608711561-686-9604
01

Firm Overview

AUM
$350M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CASTLE WEALTH MANAGEMENT LLC

3 registered advisors
Christina L Worley
WEST PALM BEACH, Florida
John Joseph Manuel
WEST PALM BEACH, Florida
Melissa Ann Gannon
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CASTLE WEALTH MANAGEMENT LLC (CRD# 118364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.